What does "New Template Needed" mean?
When Parseur sets the "New Template Needed" status to a document, it means that it could not find any template to extract data from the document. The parsing failed, Parseur could not process the document and suggests you create a template.
Before we see how to fix parsing failures, we'll have a look at a few best practices to ensure a smooth and reliable parsing.
Tips and best practices to improve parsing reliability
Here are a few best practices we highly recommend you to implement to reduce parsing failure and the number of times a document doesn't process.
Tip #1: Send direct emails or setup auto-forward
Manually forwarding emails can decrease the parsing reliability because email clients tend to change email contents during forwards.
If possible, setup your systems to send emails straight to Parseur.
If not possible, we recommend you set auto forward rules to your Parseur mailbox. Check out this article to for more information on how to set it up.
Tip #2: Make sure you don't have changing text right before and after a field
Parseur uses what is immediately before and after each field to locate them in the document. If you have changing text surrounding a field, Parseur may not be able to locate that field and will trigger a "New Template Needed" error.
For example, if in your template you have
Date: 1/2/2020 12:34 and you create a field to capture just
1/2/2020 as the date, you may have a problem as the
12:34 timestamp that follows the date is likely to be different when the next document comes in. In this example, you could either create another field to capture the timestamp or, even better, create a field to capture the full date and time and use Parseur field formats to format the date as you need.
Check out our Understand how Parseur works article to learn more about this and how to fix it.
Tip #3: Make sure all fields are present in your template
Parseur requires that all fields be matched for a template to be used. This was done in order to ensure maximum data quality during parsing.
If a document wasn't parsed because one field wasn't present, create a new template based on this document. When you have more than one template, Parseur will automatically pick the best one every time.
How to fix New Template Needed?
If you have implemented all the best practices above, and still encounter issues, here are the various ways you can fix failed document processing.
Solution #1: Create a new template
This is often the easiest and best solution. If your document layout is different than the previous one, create a new template to tell Parseur where to find the fields in this document.
To create a new template, either:
click on the + button in the document action list
or click on the document to view it and then, click Create Template in the right column
When you have more than one template, Parseur will automatically pick the best one every time a new document comes in.
Solution #2: Use the template debugger
If you think an existing template should have matched the email but did not, you can use the template debugger to show you which parts of the document Parseur failed to match.
To open the template debugger, either:
click on the little bug icon in the document action list
or click on the document to view it and then click Launch Debugger in the right column
In the debugger you see the source content of the current template compared to the document:
In green, the required pieces of text from the template matched in the document.
In red, the required pieces of text from the template NOT matched in the document.
In grey, the ignored pieces from the template.
The debugger will show the source code of the template you compare it with. You can hover parts of text with your mouse and see the corresponding parts matched in the document.
For a document to be processed, you need to have 100% green match (i.e. no red pieces of text).
To fix a template error, you can either add a new template or edit an existing one. Read more about understanding how Parseur works for additional information.
Solution #3: if using a managed mailbox, ask us to create a template
If you use one of our managed mailboxes (for example for food ordering, google alerts, real estate etc.), you'll be able to automatically parse document without creating templates for a set list of supported platforms.
If you got a "New Template Needed" on a document that you think should have been already supported by one of our ready made templates, contact us and we'll be happy to add a support for this layout for you!
To contact us:
Easiest way is through the chat box at the bottom right of the screen
When contacting us, make sure to send us a link of the document that could not be parsed